WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $563,058 | +2.5% | 11,320 | +0.2% | 0.38% | -2.6% |
Q4 2022 | $549,407 | +10.5% | 11,300 | 0.0% | 0.39% | +10.9% |
Q3 2022 | $497,000 | -5.0% | 11,300 | -0.7% | 0.35% | +1.2% |
Q2 2022 | $523,000 | -15.9% | 11,380 | 0.0% | 0.34% | +1.2% |
Q1 2022 | $622,000 | -2.8% | 11,380 | 0.0% | 0.34% | -0.3% |
Q4 2021 | $640,000 | +5.8% | 11,380 | -2.1% | 0.34% | -1.7% |
Q3 2021 | $605,000 | +10.6% | 11,630 | -27.3% | 0.35% | -23.9% |
Q3 2020 | $547,000 | +4.0% | 16,006 | -0.9% | 0.46% | -3.6% |
Q2 2020 | $526,000 | +23.2% | 16,156 | 0.0% | 0.47% | -3.3% |
Q1 2020 | $427,000 | -37.4% | 16,156 | -0.3% | 0.49% | -18.5% |
Q4 2019 | $682,000 | +6.7% | 16,206 | 0.0% | 0.60% | -0.3% |
Q3 2019 | $639,000 | +0.5% | 16,206 | +1.9% | 0.60% | -0.8% |
Q2 2019 | $636,000 | +1.1% | 15,906 | +5.0% | 0.61% | -6.2% |
Q2 2018 | $629,000 | +7.3% | 15,146 | 0.0% | 0.65% | -16.3% |
Q1 2018 | $586,000 | – | 15,146 | – | 0.77% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D/L Capital Management, LLC | 451,300 | $19,848,000 | 5.89% |
Great Point Wealth Advisors, LLC | 230,233 | $10,126,000 | 3.78% |
PSI Advisors, LLC | 68,943 | $3,032,000 | 1.59% |
Consolidated Planning Corp | 111,218 | $4,891,000 | 1.53% |
Oxler Private Wealth LLC | 38,776 | $1,705,425,000 | 0.95% |
Clearwater Capital Advisors, LLC | 153,516 | $6,752,000 | 0.93% |
ACG Wealth | 86,665 | $3,812,000 | 0.87% |
CULBERTSON A N & CO INC | 50,521 | $2,221,000 | 0.52% |
Stratos Wealth Partners, LTD. | 386,113 | $16,981,000 | 0.47% |
LBJ Family Wealth Advisors, Ltd. | 10,467 | $460,000 | 0.37% |